QB Issue Resolution:
“I need to Create a CUSTOMER as the PARENT Customer, “Shiloh National Parks” ”
Yes. Open the Customer Center, make sure you are viewing that in Hierarchical View, and Add that customer name.
“then move the existing customer to a JOB”
Yes; pause the cursor on the little handle to the left of the Name, to see your mouse become a Four-Headed arrow. Click and drag it Under, then to the Right = Indent, under the new Customer Name. This = Demoted to be Job.
“How do I do This, seeing that there is no drop down list on the upper right hand side for edit customer job screen?”
That only shows up with Edit Job.
Resolution for Issue 'How do I turn a existing Customer into a Job?' available: Yes (Solved).
Source: Intuit Community forum.
How do I turn a existing Customer into a Job?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Customer
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